Investment Commentary

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Monthly Market Commentary

  • APRIL: The UK begins the Brexit process

    March 2017 went down in history in the UK as Prime Minister Theresa May triggered Article 50 of the Lisbon Treaty and began the process of leaving the European Union. Meanwhile, the withdrawal of President Trump’s health care bill raised concerns that the US President might find it difficult to deli...

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  • MARCH: Increasingly hawkish language from the Federal Reserve

    Although US economic growth proved somewhat disappointing during the final quarter of 2016, Fed policymakers appear ready to increase interest rates as soon as it becomes appropriate; indeed, Fed Chair Janet Yellen warned that an unnecessary delay in tightening could prove “unwise”. Meanwhile, Europ...

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  • JANUARY - Equity markets rise in December

    After a torrid year dominated by political tensions, global equity markets generally wound up 2016 in positive territory. Nevertheless, investors face substantial challenges in 2017 as Brexit negotiations continue, President Trump takes office, leading European countries hold key elections, and ques...

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